401(k) · DOL Form 5500 · 2024

Family Residences & Essential Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,743
Participants Near avg headcount
89th
Percentile by assets National rank
$44,778
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Residences Retirement & 401(k) Savings Plan · Sponsored by Family Residences & Essential Enterprises, Inc. · New York · Healthcare & Social Assistance

$78M in assets, 1,743 participants

Family Residences & Essential Enterprises, Inc.'s Family Residences Retirement & 401(k) Savings Plan reported $78M in total assets and 1,743 participants in its 2024 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,244 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Family Residences Retirement & 401(k) Savings Plan covers 1,743 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $78M.

#15,244
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Family Residences Retirement & 401(k) Savings Plan's outsized position by total assets

Family Residences Retirement & 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,048,430 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Family Residences Retirement & 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Residences Retirement & 401(k) Savings Plan lands in the large band (1,743 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Residences Retirement & 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Family Residences Retirement & 401(k) Savings Plan end-of-year assets rose from $68M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Family Residences Retirement & 401(k) Savings Plan reported participants rose from 1,611 in the plan year 2023 filing to 1,743 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112420547 · Family Residences & Essential Enterprises, Inc. PY 2024 · 401(k)

Family Residences Retirement & 401(k) Savings Plan · $78M · 1,743 · 89th

  • TYPE $78M
  • NET 1,743
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Mizuho Osi 401(k) Savings Plan
  • SCH ind #15244

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

Family Residences Retirement & 401(k) Savings Plan in the asset neighbourhood

Family Residences Retirement & 401(k) Savings PlanFamily Residences Retirement…$78MMizuho Osi 401(k) Savings PlanMizuho Osi 401(k) Savings Pl…$78MGate Petroleum Company 401(k) Plan and TrustGate Petroleum Company 401(k…$78MNim 401(k) Plan$78MSandhills 401(k) Plan$78M
End-of-year total assets ($M) among Family Residences Retirement & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$78M
Net Income$10M
Employer EIN112420547
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Residences & Essential Enterprises, Inc.)

Sponsor-wide plan assets over time

All Family Residences & Essential Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 41.10729455860705% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.3M $78.1M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 1,563 $55M
2023 1 1,611 $68M
2024 1 1,743 $78M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Family Residences Retirement & 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Family Residences Retirement & 401(k) Savings Plan, Total assets ($B): 0.07804843 · Participants: 1743Family Residences Retirement & 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Family Residences Retirement & 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Family Residences Retirement & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mizuho Osi 401(k) Savings Plan in CA ($78M); by covered participants it is National Carwash Solutions Savings Plan in IA (1,743 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,743 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Family Residences Retirement & 401(k) Savings Plan assets move in 2024?
Family Residences Retirement & 401(k) Savings Plan grew sharply - up 15.2% during 2024, from $68M to $78M. Reported net income was $10M.
How have Family Residences & Essential Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Residences & Essential Enterprises, Inc.'s sponsor-wide assets grew 41.1%, from $55M to $78M.
Where does Family Residences Retirement & 401(k) Savings Plan rank by assets among Form 5500 filers?
Family Residences Retirement & 401(k) Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Family Residences Retirement & 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Mizuho Osi 401(k) Savings Plan in CA ($78M, 487 participants).
Which 401(k) plans cover a similar participant headcount to Family Residences Retirement & 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is National Carwash Solutions Savings Plan in IA (1,743 participants, $72M in assets).